Instuitional Investor - Bull Oak Capital, Llc
Fund Profile
Filing Period:
| Fund Name: | Bull Oak Capital, Llc |
| Portfolio Value | $219,483,159 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 104,627 | $64,963,149 | 29.6% | |
| 2. | Ishares Tr - CORE MSCI EAFE | 354,110 | $29,561,138 | 13.47% | |
| 3. | Ishares Tr | 216,101 | $23,861,826 | 10.87% | |
| 4. | Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM | 113,569 | $12,773,092 | 5.82% | |
| 5. | Vanguard Index Fds | 40,956 | $12,447,757 | 5.67% |
